FANJ
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Financial Architects (New Jersey)’s Ollie's Bargain Outlet OLLI Stock Holding History

Financial Architects (New Jersey)’s Portfolio OLLI Stock Details OLLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-443
Closed -$38K – 1403
2019
Q1 		$38K Buy
443
+210
+90% +$16.9K 0.01% 689
2018
Q4 		$15K Hold
233
– – ﹤0.01% 892
2018
Q3 		$22K Sell
233
-115
-33% -$9.18K ﹤0.01% 891
2018
Q2 		$25K Hold
348
– – ﹤0.01% 754
2018
Q1 		$21K Sell
348
-118
-25% -$6.71K ﹤0.01% 870
2017
Q4 		$25K Sell
466
-111
-19% -$5.23K ﹤0.01% 911
2017
Q3 		$27K Sell
577
-112
-16% -$4.94K ﹤0.01% 887
2017
Q2 		$29K Sell
689
-35
-5% -$1.37K 0.01% 857
2017
Q1 		$24K Buy
724
+35
+5% +$1.1K ﹤0.01% 884
2016
Q4 		$20K Hold
689
– – ﹤0.01% 838
2016
Q3 		$18K Buy
+689
New +$18K ﹤0.01% 866

Other funds holding OLLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return